Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Read QuickBooks Desktop data and, if enabled, make safe changes. Windows only.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
QB_COMPANY_FILEYou need
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Download the maker’s .mcpb file
The link goes to the maker’s own file; we do not host or repackage it. Open the file and Claude Desktop installs it.
Run this in your terminal
claude mcp add quickbooks --env QB_COMPANY_FILE=your-value -- npx -y @devwithmj/quickbooks-mcpFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"@devwithmj/quickbooks-mcp"
],
"env": {
"QB_COMPANY_FILE": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"quickbooks": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@devwithmj/quickbooks-mcp"
],
"env": {
"QB_COMPANY_FILE": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
QB_COMPANY_FILE envThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026
The registry name was verified with the GitHub account devwithmj, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.1.6) reached the registry 19 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js, .NET, MCPB on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Open-source MCP server that connects QuickBooks Desktop (Pro, Premier, Enterprise) to LLMs and agents.
Status: pre-1.0. Run so far against QuickBooks Desktop Enterprise Accountant 24.0 with Intuit's sample company file; other editions and years are not yet tested (see COMPATIBILITY.md, and the tester guide if you can help).
| Claude Desktop | open the .mcpb from the latest release |
| Claude Code | /plugin marketplace add devwithmj/quickbooks-mcp, then /plugin install quickbooks-desktop@quickbooks-mcp |
| npx | npx -y @devwithmj/quickbooks-mcp |
| dnx | dnx DevWithMJ.QuickBooks.Mcp --yes |
| exe | quickbooks-mcp-win-x64.exe (or -win-x86) from the release |
Then allow access once in QuickBooks (--authorize) and add the server to your AI app. Step by step: [docs/GUIDE.md](docs/GUIDE.md).
Packages and listings: npm, NuGet, GitHub releases, the official MCP Registry (io.github.devwithmj/quickbooks-mcp) and Glama.
Everything is read-only until you opt in. Add the flag to the arguments your MCP client starts the server with:
"args": ["-y", "@devwithmj/quickbooks-mcp", "--allow-writes"]
or set an environment variable: QB_ALLOW_WRITES=true for everything, or QB_ENABLE_WRITE, QB_ENABLE_UPDATE and QB_ENABLE_DELETE for one kind each (QB_WRITE_ALLOW=Invoice,Customer limits which record types can change). Deletes and voids always need a confirmation step. Details: docs/WRITES.md.
Most clients start the server themselves. For a client that cannot, quickbooks-mcp --http serves MCP over HTTP on 127.0.0.1:8765 only, and every request needs an access key (printed at start, or set QB_HTTP_KEY). Changes stay off unless you also pass --http-allow-writes. To reach it from another device, put your own tunnel in front of it: docs/REMOTE-ACCESS.md.
This project is for QuickBooks Desktop. If you use QuickBooks Online, use Intuit's own server: intuit/quickbooks-online-mcp-server (Apache-2.0). We read its design for ideas and wrote our own code; no code was copied.
| QuickBooks Online server (Intuit) | This project (Desktop) | |
|---|---|---|
| Targets | QuickBooks Online | QuickBooks Desktop Pro, Premier, Enterprise (Windows) |
| Where it runs | Talks to Intuit's cloud API | On your PC, next to QuickBooks, through its local SDK |
| Setup and sign-in | An Intuit developer app and OAuth | A one-time "allow this app" approval inside QuickBooks (--authorize); no developer account |
| Only on Desktop | Inventory assemblies and sites, price levels, workers comp codes, custom fields via data extensions, opening a record in the QuickBooks window | |
| Only on Online | Attachments, invoice PDFs and other cloud features | |
| Safety default | See that project | Read-only until you enable writes; deletes and voids need your approval; sensitive numbers masked; payroll off; audit log |
| Data path | Through Intuit's cloud | Stays on your computer except what the assistant is shown |
The two do not share a company file or an account: a business on Online should not use this project, and a Desktop business cannot use Intuit's.
Not for QuickBooks Online (Intuit has its own MCP server), QuickBooks for Mac (no SDK), card processing, or running as a Windows service. See docs/SCOPE.md.
Not affiliated with or endorsed by Intuit. See NOTICE.md.
MIT